Closed Solicitation · DEPARTMENT OF THE TREASURY
AI Summary
The IRS is seeking information on AI solutions to enhance retirement plan compliance and operational efficiency. This RFI aims to identify capabilities for analyzing retirement plan data, interpreting regulations, and generating reports. Responses are due by July 7, 2026, and should be submitted electronically. This is a market research initiative and not a solicitation.
July 6, 2026 - RFI questions and answers have been posted. REQUEST FOR INFORMATION (RFI) TE/GE Employee Plans AI Assistor The Internal Revenue Service (IRS), Tax Exempt and Government Entities (TE/GE), Employee Plans (EP) Division, is conducting market research to identify commercially available and emerging Artificial Intelligence (AI) solutions that can enhance retirement plan compliance activities, improve operational efficiency, strengthen compliance risk identification, and support informed decision-making by IRS personnel. The Government seeks information on AI-enabled solutions capable of securely ingesting and analyzing structured and unstructured retirement plan data; interpreting plan documents and applicable statutory and regulatory requirements; performing retirement plan calculations and compliance analyses; generating reports and workpapers; conducting scenario modeling; integrating with enterprise systems such as PegaSystems and Salesforce; and providing secure, explainable, and governed AI outputs. THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. This notice is issued solely for market research purposes in accordance with FAR Part 10 and FAR 15.201. It does not constitute a solicitation, request for proposals, or request for quotations. The Government will not reimburse respondents for any costs associated with responding. Responses will be used to assess marketplace capabilities, identify potential sources, support acquisition planning, develop an Independent Government Cost Estimate (IGCE), evaluate commercial practices, and inform future procurement strategy. There is no funding currently associated with this RFI. Interested vendors are invited to submit a capability statement and responses to the attached RFI. Responses shall not exceed 16 pages total (15 pages plus a one-page cover sheet) and must be submitted electronically in Microsoft Word or PDF format. Questions are due no later than 12:00 p.m. Eastern Time on July 2, 2026. RFI responses are due no later than 12:00 p.m. Eastern Time on July 7, 2026. Submit questions and responses via email to DAVIDA.E.PATTON@IRS.GOV and FRANCESCA.CONTEE@IRS.GOV. Include "RFI Response to TEGE AI Employee Assistor (Company Name)" in the subject line.
TE/GE Employee Plans AI Assistor RFI is a federal acquisition solicitation issued by DEPARTMENT OF THE TREASURY. Review the full description, attachments, and submission requirements on SamSearch before the response deadline.
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